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Employer Identification Number 36-2138427

MILLION DOLLAR ROUND TABLE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:MILLION DOLLAR ROUND TABLE
Employer identification number (EIN):36-2138427
EIN Issuing AuthorityCincinnati, OH
NAIC Classification:524150
401k Pension/Benefits registration MILLION DOLLAR ROUND TABLE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTHE MISSION OF THE MILLION DOLLAR ROUND TABLE (MDRT) IS TO BE A VALUED MEMBER-DRIVEN GLOBAL NETWORK OF LEADING INSURANCE AND INVESTMENT FINANCIAL SERVICE PROFESSIONALS WHO SERVE THEIR CLIENTS BY EXEMPLARY PERFORMANCE AND THE HIGHEST STANDARD OF ETHICS, KNOWLEDGE, SERVICE, AND PRODUCTIVITY.
Number of Employees103
Number of Volunteers1619
Year Formed1969

Organization Governance

Legal DomicileIL
Voting Members - Governing Body5
Voting Members - Independent0

Organization Financials

2024-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 67,640,911
Program Service Revenue from current yearUSD $ 74,675,923
Investment Income from prior yearUSD $ 1,692,140
Investment Income from current yearUSD $ 9,996,310
Other Revenue from prior yearUSD $ 637,148
Other Revenue from current yearUSD $ 593,042
Gross receipts from all sourcesUSD $ 143,612,205
Net assets / fund balances at end of fiscal yearUSD $ 140,208,490
Net assets / fund balances at beginning of fiscal yearUSD $ 133,451,510
Total liabilities at end of fiscal yearUSD $ 12,961,255
Total liabilities at beginning of fiscal yearUSD $ 17,376,459
Total assets at end of fiscal yearUSD $ 153,169,745
Total assets at beginning of fiscal yearUSD $ 150,827,969
Revenues less expenses for current yearUSD $ 2,547,345
Revenues less expenses for previous yearUSD $ 5,506,539
Total expenses for current yearUSD $ 82,717,930
Total expenses for previous yearUSD $ 64,463,660
Other expenses in current yearUSD $ 46,179,394
Other expenses in previous yearUSD $ 43,554,147
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 23,454,331
Employee salary and benefits paid in previous yearUSD $ 20,576,427
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 13,084,205
Grants and similar amounts paid in previous yearUSD $ 333,086
Total revenue in current fiscal yearUSD $ 85,265,275
Total revenue in previous fiscal yearUSD $ 69,970,199
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 810,540
Gross sales of inventory assetsUSD $ 1,286,587
Total of other revenueUSD $ 116,995
2023-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 60,993,533
Program Service Revenue from current yearUSD $ 67,640,911
Investment Income from prior yearUSD $ -968,703
Investment Income from current yearUSD $ 1,692,140
Other Revenue from prior yearUSD $ 699,038
Other Revenue from current yearUSD $ 637,148
Gross receipts from all sourcesUSD $ 141,094,259
Net assets / fund balances at end of fiscal yearUSD $ 133,451,510
Net assets / fund balances at beginning of fiscal yearUSD $ 119,232,273
Total liabilities at end of fiscal yearUSD $ 17,376,459
Total liabilities at beginning of fiscal yearUSD $ 17,703,344
Total assets at end of fiscal yearUSD $ 150,827,969
Total assets at beginning of fiscal yearUSD $ 136,935,617
Revenues less expenses for current yearUSD $ 5,506,539
Revenues less expenses for previous yearUSD $ -5,532,957
Total expenses for current yearUSD $ 64,463,660
Total expenses for previous yearUSD $ 66,256,825
Other expenses in current yearUSD $ 43,554,147
Other expenses in previous yearUSD $ 47,684,624
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 20,576,427
Employee salary and benefits paid in previous yearUSD $ 18,233,973
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 333,086
Grants and similar amounts paid in previous yearUSD $ 338,228
Total revenue in current fiscal yearUSD $ 69,970,199
Total revenue in previous fiscal yearUSD $ 60,723,868
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 854,658
Gross sales of inventory assetsUSD $ 1,351,928
Total of other revenueUSD $ 139,878
2022-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 57,935,801
Program Service Revenue from current yearUSD $ 60,993,536
Investment Income from prior yearUSD $ 18,930,272
Investment Income from current yearUSD $ -29,864
Other Revenue from prior yearUSD $ 630,726
Other Revenue from current yearUSD $ 637,247
Gross receipts from all sourcesUSD $ 101,847,383
Net assets / fund balances at end of fiscal yearUSD $ 119,491,447
Net assets / fund balances at beginning of fiscal yearUSD $ 132,369,495
Total liabilities at end of fiscal yearUSD $ 17,879,652
Total liabilities at beginning of fiscal yearUSD $ 24,421,831
Total assets at end of fiscal yearUSD $ 137,371,099
Total assets at beginning of fiscal yearUSD $ 156,791,326
Revenues less expenses for current yearUSD $ -4,393,665
Revenues less expenses for previous yearUSD $ 24,019,414
Total expenses for current yearUSD $ 65,994,584
Total expenses for previous yearUSD $ 53,477,385
Other expenses in current yearUSD $ 47,398,540
Other expenses in previous yearUSD $ 34,751,457
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 18,257,816
Employee salary and benefits paid in previous yearUSD $ 17,855,596
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 338,228
Grants and similar amounts paid in previous yearUSD $ 870,332
Total revenue in current fiscal yearUSD $ 61,600,919
Total revenue in previous fiscal yearUSD $ 77,496,799
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 809,110
Gross sales of inventory assetsUSD $ 1,311,739
Total of other revenueUSD $ 134,618
Program Service Revenue from current yearUSD $ 60,993,533
Investment Income from current yearUSD $ -968,703
Other Revenue from current yearUSD $ 699,038
Gross receipts from all sourcesUSD $ 101,632,158
Net assets / fund balances at end of fiscal yearUSD $ 119,232,273
Total liabilities at end of fiscal yearUSD $ 17,703,344
Total assets at end of fiscal yearUSD $ 136,935,617
Revenues less expenses for current yearUSD $ -5,532,957
Total expenses for current yearUSD $ 66,256,825
Other expenses in current yearUSD $ 47,684,624
Employee salary and benefits paid in current yearUSD $ 18,233,973
Total revenue in current fiscal yearUSD $ 60,723,868
Cost of goods soldUSD $ 752,235
Gross sales of inventory assetsUSD $ 1,316,655
2021-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 38,821,379
Program Service Revenue from current yearUSD $ 57,935,801
Investment Income from prior yearUSD $ 6,156,224
Investment Income from current yearUSD $ 18,930,272
Other Revenue from prior yearUSD $ 1,026,093
Other Revenue from current yearUSD $ 630,726
Gross receipts from all sourcesUSD $ 126,156,042
Net assets / fund balances at end of fiscal yearUSD $ 132,369,495
Net assets / fund balances at beginning of fiscal yearUSD $ 118,223,327
Total liabilities at end of fiscal yearUSD $ 24,421,831
Total liabilities at beginning of fiscal yearUSD $ 26,037,664
Total assets at end of fiscal yearUSD $ 156,791,326
Total assets at beginning of fiscal yearUSD $ 144,260,991
Revenues less expenses for current yearUSD $ 24,019,414
Revenues less expenses for previous yearUSD $ 5,462,407
Total expenses for current yearUSD $ 53,477,385
Total expenses for previous yearUSD $ 40,541,289
Other expenses in current yearUSD $ 34,751,457
Other expenses in previous yearUSD $ 24,667,928
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 17,855,596
Employee salary and benefits paid in previous yearUSD $ 15,103,474
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 870,332
Grants and similar amounts paid in previous yearUSD $ 769,887
Total revenue in current fiscal yearUSD $ 77,496,799
Total revenue in previous fiscal yearUSD $ 46,003,696
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 477,239
Gross sales of inventory assetsUSD $ 983,845
Total of other revenueUSD $ 124,120
2020-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 58,450,293
Program Service Revenue from current yearUSD $ 38,821,379
Investment Income from prior yearUSD $ 4,143,791
Investment Income from current yearUSD $ 6,156,224
Other Revenue from prior yearUSD $ 594,334
Other Revenue from current yearUSD $ 1,026,093
Gross receipts from all sourcesUSD $ 97,699,157
Net assets / fund balances at end of fiscal yearUSD $ 118,223,327
Net assets / fund balances at beginning of fiscal yearUSD $ 109,671,911
Total liabilities at end of fiscal yearUSD $ 26,037,664
Total liabilities at beginning of fiscal yearUSD $ 18,166,610
Total assets at end of fiscal yearUSD $ 144,260,991
Total assets at beginning of fiscal yearUSD $ 127,838,521
Revenues less expenses for current yearUSD $ 5,462,407
Revenues less expenses for previous yearUSD $ 10,570,060
Total expenses for current yearUSD $ 40,541,289
Total expenses for previous yearUSD $ 52,618,358
Other expenses in current yearUSD $ 24,667,928
Other expenses in previous yearUSD $ 38,369,560
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 15,103,474
Employee salary and benefits paid in previous yearUSD $ 13,903,700
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 769,887
Grants and similar amounts paid in previous yearUSD $ 345,098
Total revenue in current fiscal yearUSD $ 46,003,696
Total revenue in previous fiscal yearUSD $ 63,188,418
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 236,786
Gross sales of inventory assetsUSD $ 888,739
Total of other revenueUSD $ 374,140
2018-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 103,179
Program Service Revenue from prior yearUSD $ 46,134,597
Program Service Revenue from current yearUSD $ 53,928,655
Investment Income from prior yearUSD $ 5,794,931
Investment Income from current yearUSD $ 3,664,062
Other Revenue from prior yearUSD $ 959,482
Other Revenue from current yearUSD $ 1,046,471
Gross receipts from all sourcesUSD $ 80,753,680
Net assets / fund balances at end of fiscal yearUSD $ 90,830,328
Net assets / fund balances at beginning of fiscal yearUSD $ 83,624,300
Total liabilities at end of fiscal yearUSD $ 14,524,025
Total liabilities at beginning of fiscal yearUSD $ 16,759,610
Total assets at end of fiscal yearUSD $ 105,354,353
Total assets at beginning of fiscal yearUSD $ 100,383,910
Revenues less expenses for current yearUSD $ 14,011,137
Revenues less expenses for previous yearUSD $ 16,267,350
Total expenses for current yearUSD $ 44,628,051
Total expenses for previous yearUSD $ 36,621,660
Other expenses in current yearUSD $ 31,739,007
Other expenses in previous yearUSD $ 24,739,205
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 12,565,273
Employee salary and benefits paid in previous yearUSD $ 10,742,623
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 323,771
Grants and similar amounts paid in previous yearUSD $ 1,139,832
Total revenue in current fiscal yearUSD $ 58,639,188
Total revenue in previous fiscal yearUSD $ 52,889,010
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 623,324
Gross sales of inventory assetsUSD $ 1,426,270
Total of other revenueUSD $ 243,525
2017-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 42,320,849
Program Service Revenue from current yearUSD $ 46,134,597
Investment Income from prior yearUSD $ 1,617,414
Investment Income from current yearUSD $ 5,794,931
Other Revenue from prior yearUSD $ 784,884
Other Revenue from current yearUSD $ 959,482
Gross receipts from all sourcesUSD $ 92,342,270
Net assets / fund balances at end of fiscal yearUSD $ 83,624,300
Net assets / fund balances at beginning of fiscal yearUSD $ 64,118,800
Total liabilities at end of fiscal yearUSD $ 16,759,610
Total liabilities at beginning of fiscal yearUSD $ 10,758,854
Total assets at end of fiscal yearUSD $ 100,383,910
Total assets at beginning of fiscal yearUSD $ 74,877,654
Revenues less expenses for current yearUSD $ 16,267,350
Revenues less expenses for previous yearUSD $ 10,926,777
Total expenses for current yearUSD $ 36,621,660
Total expenses for previous yearUSD $ 33,796,370
Other expenses in current yearUSD $ 24,739,205
Other expenses in previous yearUSD $ 22,908,370
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 10,742,623
Employee salary and benefits paid in previous yearUSD $ 10,323,805
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,139,832
Grants and similar amounts paid in previous yearUSD $ 564,195
Total revenue in current fiscal yearUSD $ 52,889,010
Total revenue in previous fiscal yearUSD $ 44,723,147
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 573,756
Gross sales of inventory assetsUSD $ 1,352,277
Total of other revenueUSD $ 180,961
2016-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 32,645,355
Program Service Revenue from current yearUSD $ 42,320,849
Investment Income from prior yearUSD $ 1,660,841
Investment Income from current yearUSD $ 1,617,414
Other Revenue from prior yearUSD $ 666,052
Other Revenue from current yearUSD $ 784,884
Gross receipts from all sourcesUSD $ 66,268,364
Net assets / fund balances at end of fiscal yearUSD $ 64,118,800
Net assets / fund balances at beginning of fiscal yearUSD $ 53,169,424
Total liabilities at end of fiscal yearUSD $ 10,758,854
Total liabilities at beginning of fiscal yearUSD $ 13,894,875
Total assets at end of fiscal yearUSD $ 74,877,654
Total assets at beginning of fiscal yearUSD $ 67,064,299
Revenues less expenses for current yearUSD $ 10,926,777
Revenues less expenses for previous yearUSD $ 7,186,615
Total expenses for current yearUSD $ 33,796,370
Total expenses for previous yearUSD $ 27,785,633
Other expenses in current yearUSD $ 22,908,370
Other expenses in previous yearUSD $ 17,682,663
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 10,323,805
Employee salary and benefits paid in previous yearUSD $ 9,772,322
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 564,195
Grants and similar amounts paid in previous yearUSD $ 330,648
Total revenue in current fiscal yearUSD $ 44,723,147
Total revenue in previous fiscal yearUSD $ 34,972,248
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 567,014
Gross sales of inventory assetsUSD $ 1,249,248
Total of other revenueUSD $ 102,650
2015-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 35,218,807
Program Service Revenue from current yearUSD $ 32,645,355
Investment Income from prior yearUSD $ 2,814,128
Investment Income from current yearUSD $ 1,660,841
Other Revenue from prior yearUSD $ 203,092
Other Revenue from current yearUSD $ 666,052
Gross receipts from all sourcesUSD $ 46,691,098
Net assets / fund balances at end of fiscal yearUSD $ 53,169,424
Net assets / fund balances at beginning of fiscal yearUSD $ 46,788,678
Total liabilities at end of fiscal yearUSD $ 13,894,875
Total liabilities at beginning of fiscal yearUSD $ 10,428,627
Total assets at end of fiscal yearUSD $ 67,064,299
Total assets at beginning of fiscal yearUSD $ 57,217,305
Revenues less expenses for current yearUSD $ 7,186,615
Revenues less expenses for previous yearUSD $ 7,631,339
Total expenses for current yearUSD $ 27,785,633
Total expenses for previous yearUSD $ 30,604,688
Other expenses in current yearUSD $ 17,682,663
Other expenses in previous yearUSD $ 20,180,548
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 9,772,322
Employee salary and benefits paid in previous yearUSD $ 9,144,081
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 330,648
Grants and similar amounts paid in previous yearUSD $ 1,280,059
Total revenue in current fiscal yearUSD $ 34,972,248
Total revenue in previous fiscal yearUSD $ 38,236,027
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 574,378
Gross sales of inventory assetsUSD $ 1,086,622
Total of other revenueUSD $ 153,808
2014-12-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 31,081,420
Program Service Revenue from current yearUSD $ 35,218,807
Investment Income from prior yearUSD $ 1,683,892
Investment Income from current yearUSD $ 2,814,128
Other Revenue from prior yearUSD $ 105,975
Other Revenue from current yearUSD $ 203,092
Gross receipts from all sourcesUSD $ 70,795,346
Net assets / fund balances at end of fiscal yearUSD $ 46,788,678
Net assets / fund balances at beginning of fiscal yearUSD $ 43,102,924
Total liabilities at end of fiscal yearUSD $ 10,428,627
Total liabilities at beginning of fiscal yearUSD $ 8,313,605
Total assets at end of fiscal yearUSD $ 57,217,305
Total assets at beginning of fiscal yearUSD $ 51,416,529
Revenues less expenses for current yearUSD $ 7,631,339
Revenues less expenses for previous yearUSD $ 4,647,084
Total expenses for current yearUSD $ 30,604,688
Total expenses for previous yearUSD $ 28,224,203
Other expenses in current yearUSD $ 20,180,548
Other expenses in previous yearUSD $ 18,887,250
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 9,144,081
Employee salary and benefits paid in previous yearUSD $ 8,579,600
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,280,059
Grants and similar amounts paid in previous yearUSD $ 757,353
Total revenue in current fiscal yearUSD $ 38,236,027
Total revenue in previous fiscal yearUSD $ 32,871,287
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 203,092

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 362138427

USA Mailing Address
325 W. TOUHY AVE
PARK RIDGE
IL
60068
Date first seen: 2007-01-01
Date last seen: 2026-05-12
USA Location Address
325 W TOUHY AVE
PARK RIDGE
IL
600684204
Date first seen: 2011-10-13
Date last seen: 2017-10-10
USA Location Address
325 W TOUHY AVENUE
PARK RIDGE
IL
60068
Date first seen: 2007-01-01
Date last seen: 2026-02-28
USA Mailing Address
325 W TOUHY AVE
PARK RIDGE
IL
600684204
Date first seen: 2018-10-11
Date last seen: 2026-05-12
USA Mailing Address
325 WEST TOUHY AVENUE
PARK RIDGE
IL
60068
Date first seen: 2007-01-01
Date last seen: 2026-05-12

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The following companies are located in the same ZIP code areas:

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